See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,022 | $90,600-59.1% | $79,464-53.4% | $135,375-72.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.73% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $905 | $3,068-70.5% | $2,800-67.7% | $4,779-81.1% |
| Participant deferral / active EE | $1,087 | $4,050-73.2% | $3,704-70.6% | $5,609-80.6% |
| Admin fee / account holder | $208 | $5,907-96.5% | $5,113-95.9% | $10,827-98.1% |